self chi provider getting started guide
TRANSCRIPT
Getting-Started Guide for SelfChi Providers
Your guide to self improvement - experts, resources, and peers - here to help you.
SelfChi
Create a new provider account• Create the account• Activate the account• Sign-in
Edit your provider profile • Provider Location • Focus• Events
⁻ Create new event⁻ Event details ⁻ Create a new ticket ⁻ Add additional tickets⁻ Set payment options ⁻ Event date and location⁻ Add additional event dates⁻ Upload event photos⁻ View all events
About your company
Upload photos
Settings
Terms of Use
SelfChi
STEP 1: Go to www.selfchi.com and select “New Provider” at top right corner of the home page.
SELECT
STEP 2: Complete the sign-up form by entering your URL (your website address), email and password.
FILL
CLICK
STEP 3: Activate your account by clicking on the activation link in the email we send you.
CLICK HERE
STEP 4: Sign-in with the email address and password you created as your account log-in.
LOG IN
CLICK
STEP 5: You are now ready to update your SelfChi account. Simply click on the “Edit Profile” button to access the Provider Central panel.
CLICK
ENTER INFO
SELECT OR LEAVE BLANK
ENTER INFO
CLICK TO CONTINUE
STEP 6:* Complete Provider Location form with important information, such as Business Name, URL and Address. * If you’d like users to find you by your physical address, select the “Show address to public” checkbox
STEP 7: * The Focus section lets you select up to 5 areas of focus for your business.* Note the progress of your profile edits on the left. The more complete your profile is, the more visibility and success you will experience.
SELECT UP TO 5 AREAS OF INTEREST
SELECTED AREAS
CLICK TO CONTINUE
STEP 8:* The “Events” tab allows you to add events to your profile. * If you do not offer any events, check the box to indicate that. * To proceed with creating an event, click on the pink button “Create New Event”.
SELECT ONLY IF NO EVENT IS BEING OFFERED
CLICK TO CREATE AN EVENT
PROGRESS MENU
STEP 9a: * The first step in creating your event is to provide details for your event and complete basic event information, such as Name, Tagline, Description, etc. * To sell your tickets on SelfChi, select “Add a New Ticket” button
ENTER INFO
CLICK FOR TICKET CREATION
STEP 9b: * Within “Create a New Ticket” fill in the details of the ticket, such as price and quantity.
ENTER INFO
CLICK TO CONTINUE
TICKET INFO LISTED
SELECT TO CREATE NEW TICKET SET PAYMENT OPTIONS
STEP 9c:* Once you complete the ticket information, you will see all ticket related details as shown below* To add new tickets, select “Add a New Ticket” and repeat the steps
STEP 9d:* To specify where you would like us to send you the payments for all event tickets sold through SelfChi, fill in the details within the “Set Payment Option” window (eg. PayPal or Check).
ENTER INFO
CLICK TO CONTINUE
SELECT PAYEMNT TYPE
STEP 9e:* If your event is held in a physical location (i.e. is not a virtual event), fill in the event details in the Event Date(s) and Event Location sections. * If your event is a virtual event, check the box “Skip this Step”
PAYMENT TYPE
CHECK IF NO LOCATION
FILL IF THERE IS EVENT LOCATION
CHECK TO PUBLISH DATE
ENTER INFO
CLICK TO MODIFY EVENT
ADD EVENT TO SCHEDULE
CLICK TO DELETE EVENT
MODIFY EVENT
DELETE EVENT CANCEL ACTION
ADDED EVENT
STEP 9f:* To add an additional date, select the “Add Date” button. To modify or delete event dates, use the appropriate icon next to the date list in the Event Schedule.
CLICK TO BROWSE YOUR IMAGE
CLICK TOUPLOAD YOUR IMAGE
CLICK TO CONTINUE
STEP 9g:* To upload an event photo, select the “Browse” button, locate your photo/image, and upload it
(image can not be greater than 2,000 pixels). * To complete editing the event, select “Save and Continue”
STEP 9h:* After a successful edit of the event information, a “Thank you! Your data is published”
message will appear. You can return to the list of events by clicking on (list all events) link.
EVENT NAME APPEARS
CONFIRMATION APPEARS
PROGRESS MENU
CLICK
CLICK TO CONTINUE
ENTER DESCRIPTION
STEP 10:* To continue editing of your profile, click on “About” in the Provider Central menu and add a
description of your business, your philosophy, your offerings and anything else you'd like to share
CLICK TO BROWSE YOUR IMAGE
CLICK TOUPLOAD YOUR IMAGE
UPLOADED PHOTO
CLICK TO CONTINUE
STEP 11:* To upload photos to your profile, click on “Browse”, find your desired photo and upload it. If multiple photos are uploaded, you can rearrange their order by dragging them.
STEP 12:* The last step for completion of your provider profile is “Settings”. This is an area where you can create and manage accounts and access to various components.
STEP 13:* Please review the Terms of Use before you complete your profile.
STEP 14:* Congratulations! You have successfully created your provider profile!